# Melete for accountants and bookkeepers

Take the chasing and matching out of every close.

Melete collects missing client documents, works through reconciliation exceptions, gathers W-9s, and prepares notice responses from your clients’ files. Nothing is filed, posted, or paid without approval.

Canonical page: https://melete.si/for/accountants/

## What Melete takes off your plate

- Asking clients for the same documents every season.
- Working through unmatched and uncategorized transactions.
- Collecting W-9s before year-end forms are due.
- Tracing the numbers behind a tax notice.
- Month-end status updates across every client.

## Example workflows

- [Collect missing tax documents from clients](https://melete.si/use-cases/tax-document-collection/index.md): Compare each client folder with last year’s list and remind clients until it is complete.
- [Clear the exceptions in month-end reconciliation](https://melete.si/use-cases/reconciliation-exceptions/index.md): Match statements to transactions and bring you the unmatched items and duplicates.
- [Get W-9s in before 1099 season](https://melete.si/use-cases/contractor-w9-collection/index.md): Total each client’s contractor payments, check for forms on file, and draft requests.
- [Prepare the response to a client’s tax notice](https://melete.si/use-cases/tax-notice-response/index.md): Trace the amounts a notice questions and draft a response with supporting documents.

## What stays with you

- Nothing is filed, posted, or paid without approval.
- Suggested categories and entries show the prior coding or document they are based on.
- Each client’s financial documents stay in that client’s project.
- Client requests go out only after you approve the wording.

## Tools

Gmail, Microsoft Outlook, Google Drive, Google Sheets, Dropbox, Spreadsheets, PDFs. Connect the sources a task needs, and choose what Melete can access for each one.

## Questions

### Can Melete file returns or make payments?

Nothing is filed, posted, or paid without approval. Melete prepares the work, such as missing-document lists, reconciliation exceptions, and draft letters, and your team decides what happens next.

### Does it work with our accounting software?

Melete works with the files and exports you already use: spreadsheets, bank statement PDFs, email, Google Drive, and Dropbox. You choose which sources it can access for each client.

### How are client files kept separate?

Give each client their own project. The staff working on that client see its documents, and client files are not added to firm-wide memory unless someone shares them.